Top 3 AI Stocks To BUY Now, These Will Be Worth Trillion Dollars In 3 Years, Get In Now

Millionaires Investment Secrets
18 Feb 202409:54

TLDRThis video script discusses the transformative potential of artificial intelligence (AI) and highlights three stocks poised for growth in the AI sector: Cloudflare (NET), Bill.com Holdings (BILL), and Verisign (VRSN). Cloudflare, a leader in cloud-based security, has seen impressive growth and strong financials. Bill.com, providing software solutions for small and midsize businesses, has reported robust Q2 2024 results. Verisign, offering domain name registry services, has a strong financial position and is crucial for internet infrastructure. The script suggests these companies are well-positioned to capitalize on AI advancements, offering investors significant opportunities for returns.

Takeaways

  • 📈 Super Micro Computers Inc's stock was initially recommended at around $118 and later at $260, leading to significant returns for early investors.
  • 🚀 Other stocks like CRM, Bitf, and NVO have also shown exceptional performance.
  • 🤖 AI (Artificial Intelligence) is a transformative force expected to reshape industries, economies, and societies.
  • 🔍 AI's ability to analyze vast data empowers businesses, governments, and individuals to make better decisions and lead more informed lives.
  • 🌐 Cloudflare (NET) is a leader in cloud-based security and developer platforms, with impressive Q4 2023 results and a 32% year-over-year revenue increase.
  • 💹 Cloudflare's stock surged by 20% following its outstanding Q4 2023 earnings report, and it has a positive outlook for future growth.
  • 📊 Bill Holdings (BILL) provides software solutions for small and midsize businesses, with a recent Q2 2024 earnings beat and a 22.5% year-over-year revenue increase.
  • 📉 Despite a 53% stock price correction, Bill Holdings presents an attractive investment opportunity with strong financials and growth potential.
  • 🌐 Verisign Inc (VRSN) operates critical internet infrastructure and domain name registry services, playing a key role in maintaining the internet's backbone.
  • 📉 Verisign's stock has experienced a correction, but its strong financial position and market position suggest potential for future appreciation.
  • 🎯 Investing in AI-related stocks like Cloudflare, Bill Holdings, and Verisign could offer substantial returns as these companies ride the wave of AI innovation.

Q & A

  • What was the initial recommendation price for Super Micro Computers Inc's stock?

    -The initial recommendation price for Super Micro Computers Inc's stock was near $118.

  • At what price did the majority of the private Discord members buy Super Micro Computers Inc's stock?

    -The majority of the members bought the stock near $118 and then at $260 when it dipped.

  • How has the stock performance of CRM, Bitf, and NVO been described in the script?

    -The script describes the stock performance of CRM, Bitf, and NVO as having performed exceptionally well.

  • What is the ticker symbol for Cloudflare, and how has its stock performed recently?

    -The ticker symbol for Cloudflare is NET. Its stock recently surged by an impressive 20%.

  • What was Cloudflare's non-GAAP EPS in Q4 2023, and how did it compare to estimates?

    -Cloudflare's non-GAAP EPS in Q4 2023 was 15 cents, surpassing estimates by 3 cents.

  • What was the year-over-year revenue increase for Cloudflare in Q4 2023?

    -Cloudflare reported a year-over-year revenue increase of 32% in Q4 2023.

  • What is the ticker symbol for Bill Holdings, and what was its stock price correction from July 2023?

    -The ticker symbol for Bill Holdings is BILL. Its stock price corrected from $139 to $65, a significant decline of 53%.

  • What was Veras Sign Inc's Q4 2023 GAAP EPS, and how did it compare to analyst expectations?

    -Veras Sign Inc's Q4 2023 GAAP EPS was $2.60, significantly beating analyst expectations.

  • What is the projected growth rate for Bill Holdings' total revenue for the fiscal year 2024?

    -The projected growth rate for Bill Holdings' total revenue for the fiscal year 2024 is between 16 to 18%.

  • What is the forward price-to-earnings multiple for Veras Sign Inc, and does it suggest an undervalued or overvalued stock?

    -The forward price-to-earnings multiple for Veras Sign Inc is 25 times, suggesting that the stock may be undervalued given its growth potential and market positioning.

Outlines

00:00

📈 Super Micro Computers Stock Success

The video discusses the significant returns on Super Micro Computers Inc stock, which was recommended to private Discord members at $118 and $260 per share. The majority of members invested at these prices, leading to substantial profits. The video also mentions other stocks like CRM, Bitf, and NVO, which have performed well. It invites viewers to join a private Discord server for regular buy-sell recommendations through a Patreon link provided in the video description. The video then transitions to a discussion about the transformative potential of artificial intelligence (AI) and its impact on various industries.

05:03

🚀 Cloudflare's Impressive Growth

The video highlights Cloudflare (ticker symbol NET) as a leader in cloud-based security frameworks and developer platforms. It mentions Cloudflare's recent 20% stock surge due to outstanding Q4 2023 results, which exceeded expectations. The company reported a non-GAAP EPS of 15 cents and revenue of $3625 million, marking a 32% year-over-year increase. Cloudflare also achieved record operating cash flow and free cash flow for the fourth quarter. Analysts and investors are bullish on Cloudflare's future prospects, especially as cyber threats increase and the world relies more on cloud-based services and cybersecurity solutions.

📉 Bill Holdings' Correction and Potential

The video discusses Bill Holdings (ticker symbol BILL), which provides software solutions for small and midsize businesses, focusing on payment processing and financial management. Despite a 53% stock price drop from $139 to $65, the video presents this as an attractive investment opportunity with potential for substantial gains. Bill Holdings reported strong Q2 2024 results, beating topline and bottom line estimates, with a non-GAAP EPS of 63 and revenue of $38.5 million, a 22.5% year-over-year increase. The company has provided guidance for the fiscal third quarter and updated its outlook for the full fiscal year, projecting a growth rate of 16 to 18% and a non-GAAP net income per diluted share between $2.9 and $2.31. Despite a market reaction that saw a 15% drop in stock price, the company's strong financials and growth potential suggest a resilient and upward trajectory in the AI sector.

🌐 Verisign's Role in Internet Infrastructure

The video features Verisign Inc (ticker symbol VRSN) as a key player in the digital realm, offering domain name registry services and internet infrastructure essential for online navigation. Verisign operates two of the 13 internet root servers and supports various domain names worldwide. The stock experienced a correction from $230 to below $200 since July 2023, presenting an opportunity for investors due to the lower risk premium. Verisign reported impressive financial performance for Q4 of 2023, with a GAAP EPS of $2.60 and revenue of $380.4 million, exceeding expectations. The company ended 2023 with a strong financial position, and despite a slight decrease from the previous year, cash flow from operations remained robust. Verisign's valuation appears attractive with a forward price-to-earnings multiple of 25 times, and the company has the potential to command a higher valuation multiple due to its fundamental strengths and growth prospects.

Mindmap

Keywords

💡Super Micro Computers Inc

Super Micro Computers Inc is a company that has seen its stock price rise significantly, trading above $700 per share. In the video, it is mentioned as an example of a stock that the private Discord members were recommended to invest in at much lower prices, near $118 and $260, leading to substantial returns. This illustrates the theme of the video, which is about identifying and investing in stocks that have the potential for significant growth, particularly those related to AI technology.

💡Discord

Discord is a communication platform where the video's content creator shares investment recommendations with private members. It is used in the context of the video to highlight the value of being part of a community that provides quality buy and sell recommendations, which is a key aspect of the video's message about making informed investment decisions.

💡Artificial Intelligence (AI)

Artificial Intelligence, or AI, is a transformative technology that enables machines to learn, adapt, and anticipate needs, making life more efficient and personalized. The video emphasizes AI's potential to reshape industries, economies, and societies, which is central to the theme of investing in companies that are at the forefront of AI innovation.

💡Cloudflare

Cloudflare is a company that specializes in cloud-based security frameworks and developer platforms. It is highlighted in the video as a stock poised for growth due to its leadership in Internet security and its impressive financial performance, including a 32% year-over-year revenue increase. Cloudflare's role in revolutionizing Internet requests for millions of websites is a prime example of AI innovation driving business success.

💡Bill Holdings

Bill Holdings is a company that provides software solutions for payment processing and financial management, particularly for small and midsize businesses. The video discusses its stock price correction and the potential for substantial gains, emphasizing the opportunity for investors to capitalize on its current attractive valuation. This illustrates the theme of identifying undervalued stocks with strong fundamentals and growth potential.

💡Verasign Inc

Verasign Inc is a key player in the digital realm, offering domain name registry services and internet infrastructure. The video mentions Verasign's critical role in maintaining the backbone of the internet and its potential for stock price appreciation, which is attractive for investors seeking exposure to the digital infrastructure sector. This relates to the video's theme of investing in AI-related stocks that are poised for growth.

💡Stock Market

The stock market is where shares of publicly-traded companies are bought and sold. The video uses the stock market as a backdrop for discussing investment opportunities, particularly in AI-related stocks. It emphasizes the importance of understanding market trends and company performance to make informed investment decisions.

💡Investment Recommendations

Investment recommendations are suggestions on which stocks to buy or sell. In the video, these recommendations are provided to private Discord members, leading to significant returns for those who acted on them. This concept is central to the video's message about the value of expert advice in the stock market.

💡Cybersecurity

Cybersecurity refers to the protection of internet-connected systems, including hardware, software, and data, from cyber threats. The video highlights the increasing importance of cybersecurity, particularly for companies like Cloudflare, which are at the forefront of providing security solutions as the world becomes more reliant on cloud-based services.

💡Earnings Report

An earnings report is a document released by a company that summarizes its financial performance over a specific period. The video mentions Cloudflare's outstanding Q4 2023 earnings report, which exceeded expectations and contributed to the stock's surge. Earnings reports are crucial for investors as they provide insights into a company's financial health and future prospects.

💡Market Correction

A market correction is a decline in the value of a stock or the overall market by a significant percentage, typically around 10-20%. The video discusses the market correction experienced by stocks like Cloudflare and Verasign, which presents buying opportunities for investors who believe in the long-term growth potential of these companies.

💡Growth Potential

Growth potential refers to the expected future increase in the value or profitability of an investment. The video emphasizes the growth potential of AI-related stocks, suggesting that they are well-positioned to benefit from the expanding AI market. This concept is central to the video's theme of identifying stocks that can deliver substantial returns over time.

Highlights

Super Micro Computers Inc's stock was initially recommended to private Discord members at $118 and then at $260.

The majority of the members bought the stock at $118 and $260, resulting in life-changing returns.

Other stocks like CRM, Bitf, and NVO have also performed exceptionally well.

Joining the private Discord server through Patreon is suggested for regular quality buy-sell recommendations.

Artificial Intelligence (AI) is poised to reshape industries, economies, and societies.

AI empowers businesses, governments, and individuals to make smarter decisions and lead more informed lives.

Cloudflare (ticker symbol NET) is the first AI-related stock on the list, known for its cloud-based security frameworks and developer platforms.

Cloudflare's stock surged by 20% due to outstanding Q4 2023 results, surpassing all expectations.

Cloudflare reported a non-GAAP EPS of 15 cents and revenue of $3625 million, marking a 32% year-over-year increase.

Cloudflare achieved record operating cash flow and free cash flow for the fourth quarter.

Analysts and investors are bullish on Cloudflare's future prospects due to its resilience and innovation.

During the COVID rally, Cloudflare experienced a meteoric rise from $8 to $220.

Bill Holdings (ticker symbol BILL) provides software solutions for payment processing and financial management.

Bill Holdings' stock price corrected from $139 to $65, presenting an attractive opportunity for investors.

Bill Holdings reported Q2 2024 results, beating topline and bottom line estimates with a non-GAAP EPS of 63.

Verasign Inc (ticker symbol VRSN) operates as a key player in the digital realm, offering domain name registry services and internet infrastructure.

Verasign's stock price has corrected since July 2023, but the company's strong financial position and growth potential make it attractive for investors.

Verasign reported a Q4 2023 GAAP EPS of $2.60, significantly beating analyst expectations.

Verasign's valuation appears relatively attractive with a forward price to earnings multiple of 25 times.